Hey everyone! I'm having a bit os a struggle trying to figure out how to filter deals from a same co
To better explain:
I basically want to view my deals informations arranged in leads format. That being Organization/Clients being ONE lead.
Working with a marketplace, I sometimes have one lead being offered different deals of different products or cities, for example. But I want to know how many LEADS I generated in a said period of time. How many Opportunities were made, but not from a Deals prospect, but from an individual company.
Makes sense? Anyone knows how to help?
PS: I'm hearing about this new lead feature now, but from what I can see you'd have to import it manually and that wouldn't work for me. However I have but no information or experience with it.